Stilo Share Discussion Threads

[stilolosses] 03/2/2018 13:41

Escape I am certainly in Stilo for the long term. Yes I am bullish long term. As we all know though long term with Stilo to date has been 20 years. To date it has been far too much long term

Why should they be different in the next 20 years is a very good question.

They have AuthorBrdige, once ready and marketed, for starters. This will long term give them that all important additional revenue source. Revenues that they have not been able to build on to date during the last 20 years.

Nobody wants to take them over as far as I know. I mean who would want to take over a company that is a market leader in its field but where the market is so incredibly minute.

The only thing Stilo can continue doing is doing what they are already doing. Its a painful and slow process but the reason this is the case is purely down to the fact that the market is so, so, so small in which Stilo operates in.

Why would any company want to take over a small player like Stilo who, though the market leader in its own field, is operating in such a small, minuscule market that the only way it can grow is through the route that Stilo is accustomed to. By producing products like Migrate, Omnimark and AuthorBridge. But as we all know, these products take a multiple amount of years to produce and even then the revenues are not guaranteed.

Stilo will and has always got revenues but no way on the scales that they expected.

[escapetohome] 03/2/2018 13:14

And yet Stilolosses, in the long term you are incredibly bullish on this share, im finding it really hard to knit together how to merge together your 2 views.

We have seen how stilo have performed over 20 years , at an incredibly slow pace.

Why should the next 20 be diferrent?

Who wouldwant to take them over?

[stilolosses] 03/2/2018 13:04

The other thing that I am also more or less certain on is that Stilo will as normal use some "interesting persuasive language" that gives one the impression that the current year of 2018 is going to be "intersting to say the least!"

What I think will help is if they will be able to "spell out specifically" what investors can expect in 2018.

What I feel we will get for the time being is "Stilo sitting on the fence" as they too wait to see how things will pan out.

Even Stilo management won't know this for the time being.

The only time Stilo management will know anything "interesting" in terms of "hard revenues" is the day when customers come knocking on the door and saying "Well Stilo this is my order and this is what I am going to spend"..........

This, as we all know it, still has "not happened in 20 years!"

If it did happen in the "last 20 years" we would not today be sitting on £1.8 million revenues and £300k plus profits.

We all know the truth hurts. Then again, I would rather know the truth and know what to expect rather than have "false hopes!"

[stilolosses] 03/2/2018 12:37

Well............Lets look at the "interesting developments at stilo" over not the last year or 2, not even during the last 5 years, not even for 10 years for that matter. Lets go right back and look at the developments at Stilo since in listed on the exchange all those years back in 2000.

Developing absolutely any product whatsoever like AuthorBridge, Migrate, Omnimark, Jetview, Saps, Sophx, StiloCF2 or ITIP or any other product for that matter takes absolutely years and years to put together.

You will never get Stilo come to market and say something along the lines of we are now going to develop this product and have it up and running in a year or 2, marketed and ready to go and start to generate some cash from it.

Migrate took around 5 years to put together with all the marketing and everything else associated with bringing a new product to market and yet 10 years later it is still only generating just a few hundred thousand pounds each year.

Omnimark too took years and years to be where it is now and some 20 years later it is still only generating around £900,000 revenues each year.

AuthorBridge has been in development for 4 years now and developments here continue at the slow pace that investors have come used to and this too will take years before they are able to market it and get some decent amount of buck for it.

Other products that took years to put together have since come and gone purely and simply because Stilo realised there was absolutely no market for them whatsoever and it was pointless continuing them. Mind you, those top range, high end, unique products also took years to develop and to market. That too did not come cheaply.

Apart from the current Omnimark, AuthorBridge, and Migrate solutions I do not see Stilo International coming out any day soon and saying that they are going to develop a brand new product or for them to have any other "interesting development" on the horizon.

If, however, just like they have done during the last 20 years or so, they do come out and say that they do have a new solution that they are going to develop, this would take 5 to 8 years from the word go before they are even able to generate any decent amount of money for it.

Like all investors at Stilo know, no matter what kind of product Stilo have managed to develop over the last 20 years or so, absolutely no product whatsoever has ever generated a sudden and immediate uplift in revenues and profits.

No matter which product they are currently developing or will develop in the future, the nature of this business is such that it takes a huge amount of years to put a product together, to market it and then to start getting customers for it.

Just like Omnimark took 20 years to start generating the current levels of revenues that it does today, Migrate too has taken around 10 years to generate the few hundred thousand that it does currently.

Like we all know they have been talking about AuthorBridge for over 4 years now and this too, as I have pointed out many times before, is going to take time to market and to find its way onto customer books.

What normally happens is that for every 5 or 10 potential customers that come and have a look at the product, Stilo will be more than happy if 1 or 2 customers out of those 5 or 10 comes on board. From even those 1 or 2 customers it will take months before even they agree terms and get the system set up and are ready to go.

Unfortunately, as Stilo have found out, over the years they have also produced quite a lot of unique products and spent massive amounts of money on them only to find out that the market just wasn't there, and for one reason or another ended up discontinuing the product that they developed. This, after a huge amount of effort and spend.

So, all in all, Stilo is not the kind of company that can simply put something together in a few months and throw it out to the masses. They have and will not ever be able to do that as has evidently been the case since they came to market in 2000.

What Stilo are about is a company that to date in the last 20 years has only 2 products in Omnimark and Migrate that produce revenues and profits which drops on the bottom line. All the other products have been discontinued. AuthorBridge has been about for 4 years but during those 4 years it has not effected the bottom line in any way which is worth writing home about.

Eventually AuthorBridge is going to be another product that will hopefully start to generate some decent revenues once they have got it up and running and marketed. The initial versions of AuthorBridge to date never did produce any serious numbers.

Lets not forget Stilo has been throwing AuthorBridge out as a freebie for a year now and it will most certainly be interesting, after throwing it out as a freebie for the last year, to see how many customers have come on as paying customers during the last 12 months when they launched the latest version in February 2017.

I am more or less very confident though that we will find out in 3 to 4 weeks time that all the effort with AuthorBrdige, even as a freebie, would not have effected the bottom line in any real way.

Mind you, it would not surprise me at all if Stilo came out with their numbers earlier than normal. After all, there really is not going to be much in terms of numbers that they are going to be able to report on.

I am expecting very, very flat growth on 2016 numbers and it would not surprise me at all if revenues and profits actually end up falling for the whole of 2017.

Then we start all over again in 2018.

[mudbath] 01/2/2018 10:42

No clocktower;I am always looking for interesting developments at Stilo.
And yes,TERN (Market cap £5million) has captured my imagination;for the significance of recent and ongoing developments within their investee companies is truly incalculable.
As StiloLosses likes to know about probable revenues,here is a flavour :-



I.e. £4 Billion ++

Note Device Authority sandwiched between Cisco,Dell and Digicert as a key player !
Whilst Thales(market cap approaching £20 Billion)had this to say today :-
"using Thales nShield HSMs with Device Authority’s KeyScaler platform delivers the highest level of security and assurance against key compromise and theft. This solution rises above other IoT solutions with unproven or unknown security.

Interested ?

[clocktower] 01/2/2018 10:10

Have you given up posting outstanding news for STL mud, as you used to suggest it was - Is TERN the flavour of the year now?

Long as they do not keep you waiting and end up waiting for your "Turn" to come, and end up in the grave before TERN turns a profit.

Good Luck.Good trading.

[mudbath] 01/2/2018 09:45

You do rattle on StiloLosses for one with so little to say.
Nevertheless I am sure that we all enjoy your input,(in one way or another).

I mention TERN for a couple of reasons .
It's cheap @ just under 3 pence.
The share price is about to go ballistic,imo.

Why?

The technology of Investee(56% owned)company Device Authority is in the process of becoming THE industry standard for providing the deepest of security for the IoT .
Microsoft(Azure),Thales( nShield Connect) and Comodo(IoT PKI security platform)are just three of the numerous Global Corporates that will rely on "Keyscaler", from Device Authority, to provide that security.

This information is just emerging and the likely impact on TERN's future profitability not yet appreciated(in any way shape or form).

[stilolosses] 30/1/2018 20:30

Only 4 weeks or about there to go before we all get the results for another 12 months.

Brace yourself. Don't worry we will definitely get some news then.

You may want to call 999 and ask for StiloBridge!

[stilolosses] 30/1/2018 20:27

Actually you are the man who seems to know when Stilo are going to issue an RNS like you did all those years ago in 2015.

So I expect you to tell us all about the next RNS on a maybe customer win.

Hopefully in the next 10 years you can tell us in advance when they are going to issue an RNS on a small customer contract win.

[stilolosses] 30/1/2018 20:05

If you were unlucky to invest in Stilo in 2000, say if you were 40 years old at the time, you would now be around 58 years old and still be waiting.

No doubt some on this thread are in that position. Not me personally but certainly some of these investors are here.

[stilolosses] 30/1/2018 19:57

You are right in one respect.

News from Stilo over the last 20 years has not changed.

They normally report only 3 times yearly: Agm, 6 months then 12 month results.

Let's be honest. They don't have anything else to report on.

Not even the weather!

I mean, what can they say: That they can't manage to get more customers even when they are giving it away as a free trial and that we may expect something in the next 10 years?

[stilolosses] 30/1/2018 19:47

No news from Stilo has been the norm for decades.

[stilolosses] 30/1/2018 19:47

Oh dear!

How desperate are you?

Why don't we all get them to do an Asda commercial!

[mudbath] 30/1/2018 18:54

TERN has to present the most compulsive investment case that I have encountered .... ever.

[stilolosses] 24/1/2018 10:23

Things like those extra recruitment costs, extra costs of capitalising AuthorBridge over the next 10 years and those losses from the exchange rate are all going to have a very big impact on those profits. Like I said, they really, really have to do something quite spectacular from these already low levels of revenues in order to push those profits through when you take these things into account just for starters. As we know, profits and cash are king and profits and cash really are the ones that really, really matter.

The 2017 year end results in about 5 weeks time will make really, really interesting reading.

Lets not forget that they have been going on about their latest product in AuthorBridge for a number of years now and it really is about time that this starts to deliver.

Lets see how many customers they have brought on board for AuthorBridge 2.0 during the last 12 months and lets see when they are going to launch the next model of AuthorBridge. Not forgetting that they have been giving potential customers a freebie with AuthorBridge for over 12 months when they report in March.

I do have a feeling that though they will report growth in Migrate, this I feel is going to be countered with a fall in Omnimark revenues.

I can just see a a set of results by Stilo for 2017 being typically 1 step forward and 2 steps back again kind of a scenario set of results.

Do I expect any positive surprises?......No.

Why do I not expect any positive surprises? What are my reasons for this?....Well, because they don't do any positive surprises normally. These are normally very, very, very, very rare. Very rare indeed!

Its just those 3 that they should be reporting on and I certainly don't expect news on any other kind of development.

I hope the share price don't hit the 2p mark again. I think something has to go badly wrong for it to that.

[escapetohome] 23/1/2018 23:21

Not too bad for me at all with my risk management approach.

Put a thousand (1000 GBP) into good old Stilo International and never came back to top up. Always meant to invest at 2p as i had followed them for years, but just forgot to. Then i broke my own rule and invested higher up, but only a thousand as an opener.

Lets face it , at this price i wont be topping up , but if it goes back to 2p i will have a top up for sure.

[stilolosses] 23/1/2018 23:05

The exchange rate continues to be less favourable for Stilo with the pound today getting you $1.40

These levels have not been reached since the Brexit vote around June 2016.

We all know how the results turned really positive for Stilo when we had the Brexit vote in 2016.

2 things are going to do investors absolutely no favours whatsoever in 2018 when it comes to overall profits:

The first is the exchange rate. If this continues at these levels then for such a small company like Stilo this really will have a very big negative impact on overall profits.

Secondly, with Stilo spending a huge amount of money with AuthorBridge during the last few years these costs are now going to be capitalised too.

These 2 elements put together are certainly going to have a huge negataive impact on overall profits in 2018 compared to what they are going to report for the whole year of 2017.

Capitalisation Of AuthorBridge is a fact and I just don't see the exchange rate going back down to the levels of Brexit anytime soon so these two put together are going to be very, very challenging for such a small company like Stilo and I do feel that in order to counter this Stilo is going to have to get a lot more customers on board in order to preserve the profit levels of whatever they end up reporting for the whole of 2017 in March.

Challenges like these for such a small company with only 20 employees is not going to be easy.

Another 2 very good reasons as to why 2018 is going to be a very challenging year.

The truth sometimes hurt but thats just the way it is.

[mudbath] 21/1/2018 11:34

Yes,escapetohome,the "twitter"aspect does seem to encourage PIs to follow the highlighted "hot" shares.
I am therefore encouraged to see TERN mentioned on their Tech page,

and look forward to the moment when Myles McNulty "bangs the drum".

[escapetohome] 21/1/2018 11:20

Thanks Mudbath and Stilolosses for your encouragement.

I was about to quit this game when as a compromise i thought i would just invest on a smaller more careful scale and started off with £5,000, applying risk management - gambling less for the high reward stock but but high risk . It worked for me and now that £5000 is £30000.

One source i would mention is Myles McNulty of Aim Chaos, for smaller caps; he has a background in smaller caps and all so importantly has a good knowledge of how “the system” works. Importantly, he has “ twitter” connectivity to other investors, and can spread the “good message” about the fundamentals of stocks to others at speed.

I will certainly be investigating TERN more closely, to up my £500 initial shot. My last peek at them was when some sort of fundraising occurred and this had everyone up in arms. The way companies fund their growth can thououghly affect the outcome of the share price.

[stilolosses] 21/1/2018 11:02

Talking about rebounds, who would have possibly though that since listing 18 years ago with the share price diving, that come 18 years later the share price would still be around the 5 pence mark!

[mudbath] 21/1/2018 11:00

Well said escapetohome,even though I adopt an absolutely opposite strategy to yours;with the exception, that is, of trying to identify the lowest entry point.
Give me the "all in" philosophy every time for it very much heightens and sharpens the quality of ones research.Each to his own though and yours is so much less risky.

Here is a little exercise which can produce interesting results.
Google TERN's investee company, Device Authority(or KeyScaler),and add any of the worlds major global corporates,for example Amazon/Intel/Thales/Comodo/etc.
With the IOT and Cybersecurity now rivaling the Dot Com phenomena as a megatrend,investors could at some stage be all over TERN(Market Cap £4 million) in view of its positioning and the current disconnect from its true value.

Good luck.

[stilolosses] 21/1/2018 10:58

Absolutely Escape. I agree totally. Some years ago I lost a whopping amount on Stilo but having invested again I am up with a whopping amount and some more.

Stilo have certainly not rebounded quickly and this is the point that I have continued to make for some time yet.

Unfortunately it looks like it is going to be some time yet before we even start thinking of any rebound from where it is yet due to all those challenges that I have pointed out.

[stilolosses] 21/1/2018 09:54

"Good Morning" or is it "Have a good weekend?".

I'm sure you work as a "asset manager" for these companies.

Would I be right in saying that the most significant single word in all that is "potential"!

The same "potential! with a Capital P" that investors have been waiting for with Stilo International since year 2000?

Talking about "wind up" I think you have certainly done a "fantastic job!" in winding everybody up about Stilo's "potential" for the last decade!

Though I don't think there will be any kind of "wind up" when the "real boys that really matter" produce their results in March for the whole of 2017 at Stilo International.

Then again, I think you are probably right about being "wined up". I think when Stilo International report their numbers in March we really all need to be "WINED UP!" for a few days afterwards.

"WINED UP!".........or..........."WIND UP!"

.......Indeed!

[mudbath] 20/1/2018 21:13

No sweat russ505;better a wined up than a wind up !

The Investors Chronicle has this weekend identified Cybersecurity as a "megatrend".
The influential Cyber Security source publication, SC Media, had this to just 4 weeks ago.
"Last year we predicted big things for this(TERN 56% investee company,Device Authority) IoT upstart. This year we predict that it will become – if it hasn't already – the prime mover in the development of a safer Internet of Things.
Is "megatrend euphoria" about to create an unstoppable surge in TERN's share price(currently 3.00 pence)?

The potential for such progress should be clearer after the three presentations due over this coming month,including the two to be hosted by Device Authority global partners,Comodo and Thales.

Have a good weekend.